+5.1%
EXC vs ZS
-41.0%
+46.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.1% | -0.5% |
| 7D | +0.3% | -3.8% | +4.2% | +0.2% |
| 30D | -0.9% | -6.0% | +5.1% | -1.0% |
| 3M | -2.7% | +32.0% | -34.7% | -1.5% |
| 6M | -9.4% | +2.1% | -11.5% | -8.6% |
| YTD | +3.0% | -26.2% | +29.2% | +1.0% |
| 1Y | +5.1% | -41.2% | +46.3% | +1.3% |
| All | +5.1% | -41.0% | +46.1% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling